Better Proposals + Microsoft Outlook + Maximizer CRM

Create Maximizer notes and email drafts in Microsoft Outlook when new proposals are paid in Better Proposals

With this seamless workflow in place, you can automatically generate detailed Maximizer notes and draft personalized follow-up emails whenever a new Better Proposals proposal is successfully paid. Streamline your workflow, nurture client relationships, and close deals with ease. Experience the power of automation today and take your sales game to the next level!

With this seamless workflow in place, you can automatically generate detailed Maximizer notes and draft personalized follow-up emails whenever a new Better Proposals proposal is successfully paid. Streamline your workflow, nurture client relationships, and close deals with ease. Experience the power of automation today and take your sales game to the next level!

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Paid

    Triggers when a proposal is paid.

    TriggerScheduled
  2. automatically do this...
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    ActionWrite
  3. then do this!
    Microsoft OutlookMicrosoft Outlook
    Create Draft Email

    Creates a draft of an email that can then be reviewed and sent out.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

Similar apps

Gmail integrationsGmail integrations

Gmail

Email, Google
Zoho Mail integrationsZoho Mail integrations

Zoho Mail

Email, Zoho
maximizer logo
maximizer logo

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier